Concourse Financial Group Securities’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7000 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7522 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7513 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7525 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7527 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7460 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7282 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7103 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6855 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6867 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6687 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6620 |
|
|
2022
Q1 | – | Sell |
-168
| Closed | -$8K | – | 6497 |
|
|
2021
Q4 | $8K | Hold |
168
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q2 | $8K | Hold |
168
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q1 | $8K | Hold |
168
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q4 | $7K | Hold |
168
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 1804 |
|
|
2020
Q2 | $5K | Hold |
168
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q1 | $4K | Hold |
168
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q4 | $5K | Hold |
168
| – | – | ﹤0.01% | 1645 |
|
|
2019
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 1332 |
|
|
2019
Q2 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 1754 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5009 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4904 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4701 |
|